The post analyzes a major rotation out of leveraged artificial intelligence infrastructure assets and into cash-generating enterprise software. The fund Situational Awareness held long positions in Bloom Energy Corporation (BE), Sandisk Corporation (SNDK), Micron Technology, Inc. (MU), CoreWeave, Inc. (CRWV), Nebius Group N.V. (NBIS), and IREN Limited, alongside short positions in software companies including Adobe Inc. (ADBE), Workday, Inc. (WDAY), Intuit Inc. (INTU), Salesforce, Inc. (CRM), and Veeva Systems Inc. (VEEV). Additionally, the analysis mentions price data and financial metrics for Microsoft Corporation (MSFT), Amazon.com, Inc. (AMZN), Alphabet Inc. (GOOGL), and Meta Platforms, Inc. (META), alongside historical financial references for American Express Company (AXP) and Adams Diversified Equity Fund (ADX).